Use employee groups for routing
Employee groups collect company People records so approval and review settings can route work to a team.
When membership changes, update the group instead of changing every policy that refers to that group. Group membership affects future routing that uses the group, while work already in progress may need separate handling.
Manage a group
Use Settings, COMPANY, Groups to create a group, change its members, or change whether it is active. See Manage employee groups for the current controls.
Before using a group for approvals
- Confirm that each person has the correct company People record.
- Link employees who need to sign in and act on assigned work.
- Use a group name that makes its routing purpose clear to your team.